Coffee Chats with Amy

coffee_11.jpg
coffee_11.jpg

Coffee Chats with Amy

from 399.00

For more information on this program, please click here.

You will receive:

  1. One-hour group sales coaching webcam/call with Select Advisors, two times per month, with a group of other like-minded advisors facing the same challenges as you. We will not share your name with the other advisors on the call, and your name can be hidden from the guest list.

  2. Topics that will be covered in the curriculum include:

Topics Discussed will include:

  • How to become a wealth detector in your daily activities

  • How to use social media in order to source leads from any industry

  • What your social media presence should include in order to get most people to accept your connection and take a meeting with you

  • How to reduce the cost of experimentation and follow strategies that are most effective for wealth managers

  • How to handle prospect objections in today's marketplace

  • How to prospect friends and neighbors in a way that you don't damage long lasting relationships

  • How to get better at gaining referrals from existing client through better research

  • How to see who is building wealth before anyone finds out

  • How to spend your business development time in a way that's effective

  • Becoming a Wealth Detector to source billionaires, the millionaire next door, and unannounced M&A activity

  • And much more including:
    - Getting to large pockets of wealth
    - Creating Referral Zone Clients
    - Learning what HNW individuals are looking for in strategies and managers
    - Working with Foundations & Endowments, large corporate executives, vendor lists
    - Influencing strategies to switch from one firm to another
    - Expediting the process of working with COI?s
    - The best type of COI's
    - Strategies for increasing referrals from COI's
    - Best practices around adding new COI's to your network
    - Becoming a better storyteller to describe your value proposition
    - Stepping outside your comfort zone
    - Finding leads in your every day life
    - Handling prospect objections to
    expedite the closing process
    - Using social media to improve your process2. 

One package per advisor, multiple advisors per firm can not sign up for the same package as we will track who will be on the webcam.

There will be no makeup sessions for your sessions missed.

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